Overview

This article provides a step-by-step guide on how to install and set up the PostBeyond package within a Salesforce iFrame. It covers the initial requirement of providing the Salesforce Org ID to PostBeyond, the installation process, setting OAuth Policies, and ensuring the PostBeyond tab is visible in the Salesforce interface. The guide is designed for Salesforce administrators with the necessary privileges to manage and install packages.

 

Information

Setting up PostBeyond in Salesforce iFrame is a straightforward process. In this article, we will guide you through the steps to enable PostBeyond within a Salesforce iFrame.

 

Before you begin the installation of the PostBeyond package, it is crucial to provide your Salesforce Org ID to the PostBeyond team. The Org ID is necessary for configuration by PostBeyond to ensure the package functions correctly within your Salesforce instance.

 

NOTE: If your Org ID is 15 characters, you may need to use this converter to extend it to 18 characters.

 

Installation Steps

Step 1: Navigate to the installation link: https://login.salesforce.com/packaging/installPackage.apexp?p0=04tf1000001ufTa

 

Step 2: Log in with your admin credentials when prompted by Salesforce. Note that administrator privileges are required to manage and install packages.

 

Step 3: Choose the installation option for either All Users or Specific Profiles and proceed.

 

 

Step 4: After installation, you will receive a completion message. Click 'Done' to finish.

 

Step 5: You will be redirected to the 'Installed Packages' page in Salesforce, where the PostBeyond package should be listed.

 

Step 6: Ensure that OAuth Policies are set to 'Admin approved users are pre-authorized' after installing the package and before adding the tab (Step 7).

 

Exact navigation to complete this process:

1. Go to 'App Manager' from the 'Installed Packages' page after installing the package.

 

2. Locate the PostBeyond Connected(Managed) app, click 'Manage', then 'Edit Policies' to change the OAuth Policies to 'Admin approved users are pre-authorized' and save the changes.

 

3. Update Profiles or Permission Sets to grant users access.

 

After completing the above steps, PostBeyond will appear in your Salesforce horizontal view.

 

Step 7: If the PostBeyond iFrame is not visible in your horizontal top menu, click 'More' to find it in the drop-down menu.

 

The PostBeyond tab should now be visible in the horizontal menu, completing the setup process.

 

Helpful Resources

Below are some resources to help you manage your account:

• How to Manage My Queue Settings
• How to Change Your Password
• How to Relink Networks

 

 

FAQ

What is the first step in setting up PostBeyond in a Salesforce iFrame?

The first step is to provide your Salesforce Org ID to the PostBeyond team for configuration purposes.

Do I need administrative privileges to install the PostBeyond package in Salesforce?

Yes, you need to log in with admin credentials as administrator privileges are required to manage and install packages.

How do I ensure that the PostBeyond tab is visible after installation?

If the PostBeyond iFrame is not visible in your horizontal top menu, click 'More' to find it in the drop-down menu. It should then be visible in the horizontal menu.

What should I do if I have a 15-character Org ID?

If your Org ID is 15 characters, you should use the provided converter to extend it to 18 characters for compatibility.

Who should I contact if I have questions during the installation process?

If you have any questions, you can contact PostBeyond support at support@postbeyond.com.